Quarter snapshot

Punch Card Management

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares	Value
≡	PYPL	NEW	12.2%	628,907	$36,715,591
≡	PDD	NEW	15.64%	415,004	$47,057,304
≡	CROX	NEW	16.9%	594,570	$50,847,626
≡	SGOV	NEW	18.88%	566,000	$56,815,080
≡	BRK.A	NEW	36.38%	145	$109,446,000